ClientGather
For Immigration advisers

Collect applicant evidence without the email thread

Send each applicant one secure link instead of a Word checklist. Dependants arrive one entry per person, every document is approved or rejected on its own, and reminders chase the deadline for you.

Schema builder
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Skilled Worker visa — evidence bundle

Draft · v3

Certificate of Sponsorship

4 fields

CoS reference numberText
Gross annual salary (£)Number
Employment start dateDate
Signed contract or employer letterFile

Dependants

Repeatable · 3 fields

Full nameText
Relationship to applicantSelect
PassportFile
Add new section

In short

An immigration adviser using ClientGather sends the applicant a portal link rather than an evidence checklist by email. The applicant uploads at their own pace with everything autosaved, each dependant is captured as a repeatable entry against the same fields, and the adviser accepts or rejects each document individually — so a bank statement from the wrong month reopens that one item while the rest of the bundle stays approved.

Most practices start with a Word checklist, a folder per applicant and a spreadsheet tracking who has sent what. It holds for the first few cases and then quietly stops scaling: evidence arrives across five replies, three files share a name, and the newest version is whichever one you opened last.

The checklist is not the problem. The problem is that the checklist and the evidence live in different places, and neither one knows the state of the other — so a caseworker coming back from leave cannot tell whether the outstanding item was chased on Tuesday or never chased at all.

Ready to use

Templates built for this work, in the app from day one

Apply one as a starting point and edit it — the sections, fields and upload rules are already laid out. Nothing here is a PDF to fill in; each one publishes as a request you send.

Skilled Worker visa

Sponsored applications made against a Certificate of Sponsorship

Partner or spouse visa (Appendix FM)

Five-year partner route applications and extensions

Indefinite leave to remain

Settlement after five years on a qualifying route

British citizenship (Form AN)

Naturalisation as a British citizen

Dependants

One entry per dependant, not eleven loose passports

Mark a section repeatable and the applicant adds an entry per dependant, filling in the same fields each time. Field groups nest, so a dependant entry can carry its own repeating rows for previous addresses or prior travel.

  • No working out by hand which passport belongs to which family member.
  • Every dependant is captured against identical fields, so finished bundles look the same across cases.
  • A fourth child does not mean editing the request or sending a new one.

Ownership & directors

Repeatable section

2 entries

Director 1

Full nameNadia Okafor
RoleManaging director

Previous addresses

14 Bridge St, Leeds
8 Carlton Rd, Leeds
Add address

Director 2

Full nameLiam Chen
RoleFinance director
Add another director
Review

One gap reopens one item

Work through a submission item by item: approve, reject, or request changes on each one. Rejecting opens a comment thread on that document alone, which the applicant answers in the same portal.

  • The applicant re-uploads the single document you asked about, in place.
  • Everything already approved stays approved — no re-sending the bundle.
  • Due dates carry a reminder schedule, so chasing happens whether or not anyone remembers.

IMM-2026-118

Skilled Worker · a.okafor@example.com

9 approved1 rejected2 pending

Passport (applicant)

passport-okafor.pdf

Approved

Certificate of Sponsorship

CoS 4B7X92QK1180

Approved

Bank statement — month 3

statement-may.pdf

Rejected

Reviewer: this is May — the third month before the application date is June. Please re-upload.

Dependant 2 — birth certificate

birth-certificate.pdf

Pending

Recommended plan

Solo

£30/mo

Billed monthly as €35, ex VAT — or £25/mo paying yearly.

A single adviser and the admin who does the chasing — two logins, twenty applications open at once, and nothing to configure before your first request goes out.

  • 20 active requests
  • 2 users
  • 10 GB cloud storage
  • Unlimited clients & recipients

14-day trial, no card needed. Pound prices are converted at a fixed £1 = €1.17; your bank may apply its own rate.

Frequently asked questions

Do applicants need to create an account?

No. Each applicant gets a secure link that opens their portal directly. Work is autosaved as they go, so they can stop and come back later on a phone without losing anything, and there is no password for them to forget while a deadline runs.

How are dependants handled?

As repeatable sections. You define the fields once — name, date of birth, relationship, passport — and the applicant adds one entry per dependant. Groups can nest, so a dependant entry can itself hold repeating rows for previous addresses.

Where are passports and biometric documents stored?

In the United Kingdom — requests and answers on our own servers in Erith, uploaded files in Bunny.net's London storage region. Files are encrypted with our own key before they leave our servers, scanned for malware on our own infrastructure first, and never replicated outside the UK. Nothing sits in an inbox attachment.

Can my supervising body or compliance consultant see the file?

Yes, on a free read-only Auditor seat. An Auditor reads requests, files and the full review history for the workspaces you add them to, and cannot approve, reject, comment, send or edit anything. Auditor seats do not count against your plan's users.

Start collecting today

Turn document chaos into a clean, tracked workflow

Spin up your first template in minutes. Every organization owner starts with a 14-day no-card trial with strict anti-abuse limits.

Trial includes 5 active requests, 2 users and 1 GB storage.